At times, you might want to add notes to a certificate for various reasons.  The following documentation provides instructions on how to add notes and c...

In addition to document submission via our automated workflow in CertDash, Email Campaigns, or direct document upload, your customers can send their tax doc...

Some states and local jurisdictions require that the seller provides a tax registration number to certain tax exemption documents.  Since most purchaser...

Some states and local jurisdictions require that the seller provides their employer identification number (EIN) details to certain tax exemption documents. ...

When sending out email campaign’s to your purchasers requesting tax exemption certificates, it is strongly advised to use your own email domain instead of t...

You can easily maintain exposure zones per individual customer records by turning jurisdictions / shipping states on or off. In addition to single changes, ...

In EXEMPTAX, you may send email campaigns to tax-exempt customers to solicit and collect various resale and other tax-exemption documents. While the ability...

The EXEMPTAX customer portal allows your tax-exempt customers to independently create their own customer record in EXEMPTAX, update their exposure zone(s), ...

Please follow the steps below to reset the password for your EXEMPTAX account. Step 1. Open your web browser and navigate to https://app.exemptax.com/...

In EXEMPTAX, there are a few different ways to change the assigned account owner. The simplest way is for the current Account Owner to log in and begin the ...